Steven Sinofsky

I sent you the tech meme from that day when we announced the stuff.

And it was a pretty significant role.

So you'll be able to throw it up at some later date.

So the big thing that's really changed is that the compute burden has shifted from the CPU to the graphics processor and then the associated neural processors, TPUs and those chips.

And that's the thing that really changed.

It's not unlike...

15 years ago, what had changed was the bulk of the interesting processing had moved from the CPU to the GPU just for rendering.

And where we are today is just an extension of all of that.

And the difference, it's just insanely important because now that's the compute that we think everybody wants to do.

Now, a lot of people will look at this and go, well, I use ChatGPT.

I do it on my MacBook Air, my Chromebook, my phone.

I don't really need, like, another thing.

The problem is, and this might be a word you guys have used or heard before, but the problem is tokens.

And so the problem is that everybody is gated by the consumption of tokens, which cost money, where you can't get them if you're trying to use them for free.

And so the interesting thing about this device is how much of compute can it move to your local device where you basically have infinitely free tokens?

And that is incredibly interesting and super important.

Now, of course, you've all seen this run-up to where we are today with the stacks of Mac minis.

Yeah.

And everybody running their agents on minis.

So why did they do that?